See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,317 | $91,552-71.3% | $133,956-80.4% | $79,858-67.0% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 15.25% | 61.85%-46.6pp | 45.09%-29.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $489 | $2,384-79.5% | $3,919-87.5% | $2,471-80.2% |
| Participant deferral / active EE | $2,585 | $3,733-30.8% | $5,048-48.8% | $3,740-30.9% |
| Admin fee / account holder | $2,742 | $6,321-56.6% | $8,927-69.3% | $5,306-48.3% |